HL Pro Tools + Microsoft Dynamics 365 CRM
Create contacts in HL Pro Tools for new contacts in Microsoft Dynamics 365 CRM
Effortlessly streamline your contact management process with this seamless workflow between Microsoft Dynamics 365 CRM and HL Pro Tools. When a new contact is added in Dynamics 365 CRM, the automation instantly creates a contact in HL Pro Tools, ensuring your contact list is always up-to-date and unified across both platforms. Eliminate manual data entry and increase efficiency in managing your contacts.
Effortlessly streamline your contact management process with this seamless workflow between Microsoft Dynamics 365 CRM and HL Pro Tools. When a new contact is added in Dynamics 365 CRM, the automation instantly creates a contact in HL Pro Tools, ensuring your contact list is always up-to-date and unified across both platforms. Eliminate manual data entry and increase efficiency in managing your contacts.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSelect LocationRequired
Campaign IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
First Name
Last Name
Full Name
Email Address
Gender
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Backup Email Address
Password
Phone
User TypeRequired
User RoleRequired
Select LocationsRequired
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Conversations Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
Calendar ID
Start Time
End Time
Title
Appointment Status
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
First Name
Last Name
Full Name
Email Address
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Customer IDRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact ID
Contact Email
Workflow NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Group ID
Show Drafted?
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Contact ID
Contact Query
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation ID
Location Name
Location Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select LocationRequired
Calendar IDRequired
Contact IDRequired
Start TimeRequired
End Time
Title
Appointment Status
Assigned User ID
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
PhoneRequired
AddressRequired
CityRequired
StateRequired
CountryRequired
Postal CodeRequired
Website
Timezone
First NameRequired
Last NameRequired
EmailRequired
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Stripe Account IDRequired
NameRequired
EmailRequired
Stripe Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Business Name
Phone
Address
City
State
Country
Postal Code
Website
Timezone
First Name
Last Name
Email
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Snapshot override
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select UserRequired
First Name
Last Name
Email Address [ NOT OPERATIONAL ]
Password
Phone
User Type
User Role
Select Locations
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Conversations Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Calendar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Start TimeRequired
End TimeRequired
Calendar ID
Group ID
User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Existing LocationRequired
Custom Value NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer ID
Subscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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